Designations

CFP® - CERTIFIED FINANCIAL PLANNER™ - This professional designation is granted after these professionals pass the comprehensive CFP® Certification Examination, pass CFP Board’s Fitness Standards for Candidates and Professionals Eligible for Reinstatement, agree to abide by CFP Board’s Code of Ethics and Professional Responsibility and Rules of Conduct which put clients’ interest first and comply with the Financial Planning Practice Standards. Those with this certification are also required to complete 30 hours of continuing education every two years.

ChFC® - Chartered Financial Consultant is a professional designation signifying the completion of a comprehensive course of financial education, examinations and practical experience. Those with this certification are required to complete 30 hours of continuing education every two year.

Series 24 license is the General Securities Principal Examination and is held through LPL Financial by John Fawaz.
Series 6 license is held through LPL Financial by John Fawaz and Gail Hatfield.
Series 7 license is held through LPL Financial by John Fawaz and Gail Hatfield.
Series 63 license is held through LPL Financial by John Fawaz and Gail Hatfield.
Series 65 license is held through LPL Financial by Gail Hatfield.